Clarendon Private

Unscripted and personal. It’s how every conversation with your financial advisor should feel. Are they asking you questions relevant to your unique circumstances? And are they listening -- really listening -- to your answers? For our CEO, Marc A. White, Jr., it's all about how the conversation naturally flows. Listening, engaging, and adapting -- on the fly. No two clients are the same. No two conversations are the same. #wealthmanagement #privatewealth #privatebanking

When you’re doing what you love, what four disciplines and passions are you channeling? For our CEO, Marc A. White, Jr.? 🛋 Psychologist ⛪️ Priest 🤔 Sherlock Holmes 📋 Coach That all equals problem-solving. And most importantly, helping clients achieve their goals. https://hubs.li/Q02LjyGz0 #wealthmanagement #privatewealth #privatebanking

Alternative asset managers aren’t just opening the door for private wealth investors. They’re rolling out the red carpet. 😎 What’s got them starstruck? ⭐️ The large, under-served private wealth market. As a private wealth client, you’re now on the “A-list.” Are you getting the red carpet treatment you deserve? #wealthmanagement #privatewealth #privatebanking #AlternativeInvestments

Private equity, venture capital, hedge funds... they used to be just for institutions and the ultra-wealthy... 👇 #wealthmanagement #privatewealth #privatebanking

We begin by understanding: ➡️ You. ➡️ Your challenges. ➡️ Your objectives. We then create a personalized investment policy statement that helps inform the design and construction of a customized, tax-efficient investment portfolio managed on your behalf. Because you deserve different. #wealthmanagement #privatewealth #privatebanking

Private wealth management: It’s personal. Each business owner, executive, and family possesses wealth-related aspirations —and obstacles—unique to them.  The solution?  A wealth manager who invests in building trust and relationships with clients. One who responds to clients’ needs with tailored service and solutions.  Here’s Tracy Welch Managing Director and Head of Wealth Advisory, on how that’s done. https://hubs.ly/Q02zT9-m0 #wealthmanagement #privatewealth #privatebanking

💰 issues keeping you up at night? If you break into a cold sweat when thinking about… Ø  Protecting your wealth  Ø  Navigating turbulent markets Ø  Managing complex tax laws Ø  Planning for generational wealth transfer Ø  Making a meaningful impact through philanthropy … you’re not alone. Especially if you’re talking with your advisor about your concerns – and they’re listening. Tell us what keeps you up at night. We’re all ears.👂 https://hubs.li/Q02z12Nx0 #wealthmanagement #privatewealth #privatebanking

Ignore the noise. Even with the market near all-time highs, it can still be a good time to invest for the long haul. Edwin "Tucker" Hamlin, CFP® Tom Dunlap, CFA https://lnkd.in/exX5fjnR

High-touch service or best-in-class investment solutions? It’s no longer an either/or proposition. Boutique wealth managers have raised the bar.  Offering clients better solutions + a higher level of service.  Because you deserve both. Get our take. 🎥 Check out the interview with our President and CEO, Marc A. White, Jr., and Tracy L. Welch, Managing Director and Head of Wealth Advisory. https://hubs.li/Q02xrZd_0 #wealthmanagement #privatewealth #privatebanking

We're thrilled to announce our marketing partnership with Havener Capital Partners! 🤝